JP Morgan Chase’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.5M | Sell |
693,924
-172,007
| -20% | -$5.16M | ﹤0.01% | 2099 |
|
|
2025
Q4 | $24.7M | Buy |
865,931
+19,614
| +2% | +$554K | ﹤0.01% | 1883 |
|
|
2025
Q3 | $23.6M | Sell |
846,317
-93,212
| -10% | -$2.49M | ﹤0.01% | 1966 |
|
|
2025
Q2 | $23.8M | Buy |
939,529
+13,906
| +2% | +$329K | ﹤0.01% | 1828 |
|
|
2025
Q1 | $21.7M | Buy |
925,623
+12,295
| +1% | +$313K | ﹤0.01% | 1869 |
|
|
2024
Q4 | $23.6M | Sell |
913,328
-27,510
| -3% | -$732K | ﹤0.01% | 1885 |
|
|
2024
Q3 | $24.2M | Buy |
940,838
+51,622
| +6% | +$1.28M | ﹤0.01% | 1825 |
|
|
2024
Q2 | $21.1M | Buy |
889,216
+35,708
| +4% | +$846K | ﹤0.01% | 1835 |
|
|
2024
Q1 | $21M | Buy |
853,508
+4,392
| +0.5% | +$103K | ﹤0.01% | 1847 |
|
|
2023
Q4 | $20.1M | Buy |
849,116
+648,862
| +324% | +$13.7M | ﹤0.01% | 1857 |
|
|
2023
Q3 | $4.15M | Buy |
200,254
+21,396
| +12% | +$470K | ﹤0.01% | 2976 |
|
|
2023
Q2 | $3.92M | Buy |
178,858
+7,344
| +4% | +$153K | ﹤0.01% | 3063 |
|
|
2023
Q1 | $3.6M | Sell |
171,514
-97,838
| -36% | -$2.1M | ﹤0.01% | 3073 |
|
|
2022
Q4 | $5.46M | Buy |
269,352
+263,340
| +4,380% | +$5.4M | ﹤0.01% | 2749 |
|
|
2022
Q3 | $114K | Sell |
6,012
-506
| -8% | -$10.6K | ﹤0.01% | 5228 |
|
|
2022
Q2 | $127K | Sell |
6,518
-10,606
| -62% | -$227K | ﹤0.01% | 5301 |
|
|
2022
Q1 | $405K | Buy |
17,124
+12,264
| +252% | +$289K | ﹤0.01% | 4830 |
|
|
2021
Q4 | $124K | Hold |
4,860
| – | – | ﹤0.01% | 5586 |
|
|
2021
Q3 | $122K | Hold |
4,860
| – | – | ﹤0.01% | 5473 |
|
|
2021
Q2 | $127K | Buy |
4,860
+544
| +13% | +$13.9K | ﹤0.01% | 5455 |
|
|
2021
Q1 | $108K | Buy |
4,316
+4,060
| +1,586% | +$99.9K | ﹤0.01% | 5354 |
|
|
2020
Q4 | $6K | Sell |
256
-64
| -20% | -$1.27K | ﹤0.01% | 5437 |
|
|
2020
Q3 | $5K | Buy |
+320
| New | +$5.51K | ﹤0.01% | 5326 |
|
|
2020
Q2 | – | Sell |
-288
| Closed | -$4K | – | 5662 |
|
|
2020
Q1 | $4K | Sell |
288
-508
| -64% | -$8.63K | ﹤0.01% | 5146 |
|
|
2019
Q4 | $15K | Buy |
+796
| New | +$14.4K | ﹤0.01% | 5347 |
|
|
2019
Q1 | – | Sell |
-93,288
| Closed | -$1.42M | – | 6014 |
|
|
2018
Q4 | $1.42M | Buy |
93,288
+26,084
| +39% | +$441K | ﹤0.01% | 3531 |
|
|
2018
Q3 | $1.28M | Buy |
67,204
+59,204
| +740% | +$1.13M | ﹤0.01% | 3754 |
|
|
2018
Q2 | $147K | Buy |
+8,000
| New | +$145K | ﹤0.01% | 4698 |
|
|
2016
Q4 | – | Sell |
-2,304
| Closed | -$33K | – | 5114 |
|
|
2016
Q3 | $33K | Buy |
2,304
+2,036
| +760% | +$28.9K | ﹤0.01% | 4103 |
|
|
2016
Q2 | $4K | Buy |
+268
| New | +$3.56K | ﹤0.01% | 4493 |
|
Other funds holding SCHA
AA
